Rotarian for 30+ years
Focused on great planning for charities & their donors
Two-time recipient of the West Hollywood Creative Business Award*
Planning for special needs children
Will video conference with clients to make it easier
Todd Gurvis was raised to believe that doing well and doing good are not separate ideas. Rather, they are inseparable. This is evident in his strong dedication to community, charity, and family. An alumnus of Binghamton University, Todd spent almost sixteen years in non-profit management, events planning and fundraising before making the move to financial services in late 1994. His extensive background in fundraising and non-profit management provides him with a dynamic perspective on charitable planning, gift structuring, portfolio design and financial strategies for charitable agencies, their donors and their employees.
As the father of a special needs child, Todd has developed an expertise in planning for the unique needs of their families. Todd has been a BNI member for almost 20 years and a Rotarian for over 30 years. When he’s not at work, Todd advises and sits on the boards of several charities. However his focus on community encompasses more than charitable planning.
Todd also designs early retirement strategies for mid-level executives and business owners, as well as generational wealth transference. He also has expertise in tailored planning for same-sex couples. Todd holds his Series 6, 7, 26, and 63 Registrations with LPL Financial and is SIE certified. He is also an Investment Advisor Representative with Trilogy Capital, Inc. where he holds his Series 65 Registration, as well as life, long-term care, disability, and health insurance licenses.
*The businesses are chosen for their innovative approach to business and/or creative merits in product and service by the West Hollywood Chamber of Commerce (WHCC) Membership, its Board of Directors and the Special Events Committee. The criterion for selection was that the business is a WHCC Member and have made significant contributions to the West Hollywood business community. Members vote for their favorite nominees via an online ballot and the winners are announced at the event. Todd Gurvis received this award in 2006 and 2008.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.